Civic Intelligence
Officer

RAYMOND JAMES TRUST N A

47 organizations • 155 returns • Latest tax year 2025

TrusteeCo-TrusteeCurrent Trustee
Name Match Caveat

This page groups activity by normalized name only. It may combine different people who share the same name.

Organizations

47

Returns

155

Total Compensation

$3,217,280

Total Benefits

$0

Organizations

OrganizationEINReturnsLatest YearLatest TitleCompensation
Carole C & Charles a Kehrer Charitable Trust27-669914562025Trustee$315,592
Elizabeth Broomfield Fdn Trust06-651410142025Trustee$280,456
Houck Supplemental Tr 08111997 103332430030-661185162025Trustee$253,560
Tulsa Ballet Theatre Trust Fund73-116542032024Trustee$188,768
Alfred R Bethke Family Charitable Raymond James Trust Na41-616504862025Trustee$179,437
Melva Long Trust30-672234242025Trustee$153,691
Ernest and Thelma Youde Charitable Trust43-692442772025Trustee$153,573
Brown W Shelby & F Mildred Char Tr80-603143382025Trustee$128,234
Ann Maccarthy Parke Charitable Trust30-666106842025Trustee$121,361
Daniel and Ingrid Jones Family Foundation30-665305922025Trustee$98,788
Richard R Baker Charitable Foundation61-623954552022Trustee$87,634
Trust Under Will of Maryse Trapnell30-664551842025Trustee$86,930
George W and Ruth Frejd Charitable Trust Dtd27-659719462025Trustee$84,843
Ruth Frejd Charitable Tr Dtd 3 26 200826-676465562025Trustee$69,869
Howard and Biddy Lang Charity Trust45-620050672025Trustee$69,679
C Raymond Selker Charitable Foundation23-793411372025Trustee$69,494
Carl & Lilly Thrift Charitable Trust76-620424342025Trustee$66,486
Scott Wm Charitable Tuw FBO Crossnore and Cha92-626772012025Trustee$65,838
Carrella FBO Catholic Charities Ny R5585600052-697581352022Trustee$60,514
Carrella FBO Catholic Charities Brooklyn52-697249252022Trustee$58,763
Betty Jane Bell Charitable Trust I Happy Trust Company82-674516812025Trustee$56,379
Betty Jane Bell Charitable Trust II82-674712312025Trustee$56,083
Tw Dixson Fdn the Childrens Home58-615564742025Trustee$46,740
C Colaw and G Crane Charitable Trust30-669653512021Trustee$44,219
Holley Charitable Tr37-668268042025Trustee$41,582
Louise P Toole Charitable Trust45-616515612025Trustee$39,388
Richard Mook Educational Fund30-671954612025Trustee$37,591
Norman William Wilson Charitable Foundation81-337344922025Trustee$31,716
Eugene and Evelyn Banks Fam Charitable Foundation20-394511532025Trustee$31,241
Virgil and Ruby Munsell Charit Tr30-666842512025Trustee$30,881
Sue C Cardillo Tr FBO Safe Passage87-669354332025Trustee$27,982
Winfried W Keturakat Tr FBO Michigan Lutheran Seminary Foundat47-727964742025Trustee$26,417
The Helen Zera Foundation Trust45-697960522025Trustee$20,218
Sue C Cardillo Tr FBO Lancaster Child87-669361322025Trustee$15,685
Louise H Meyer & Edward R Meyer Memorial Trust94-322827512025Trustee$15,058
Webber Endowment Scholarship Tr65-604608212025Trustee$11,711
Dixson T B Fam Mem Fund-Crossnore92-230743412025Trustee$11,681
Frances Furlong Trust & Creative Art Center Distribution Endow59-724397612019Trustee$11,314
Florence H Speare Mem Bldg02-600772222025Trustee$10,832
Paradiso Charitable Trust30-661638112025Trustee$10,719
Ruth Frejd Charitable Tr 12 6 200427-659716862025Trustee$10,426
Brickner Charitable Foundation30-670575312025Trustee$9,748
Ruth Frejd Charitable Tr Dtd 9 18 200726-672132262025Trustee$9,221
Marie G and Oscar M Ennis Trust First National Bank Ttee63-611806612025Trustee$8,679
Fernandina Foundation Dtd 1227200126-380479312020Trustee$6,249
Wetmore Family Foundation-Cma51-035046212025Trustee$2,010
Anna M & James L Kirk Foundation In58-604787522021Trustee$0

Returns

Tax YearOrganizationTypeTitleHours / WeekCompensationBenefitsReturn
2025Elizabeth Broomfield Fdn Trust990PFTrustee1$66,713-View return
2025Scott Wm Charitable Tuw FBO Crossnore and Cha990PFTrustee1$65,838-View return
2025Carole C & Charles a Kehrer Charitable Trust990PFTrustee1$60,700-View return
2025Betty Jane Bell Charitable Trust I Happy Trust Company990PFTrustee1$56,379-View return
2025Betty Jane Bell Charitable Trust II990PFTrustee1$56,083-View return
2025Daniel and Ingrid Jones Family Foundation990PFTrustee1$49,942-View return
2025Houck Supplemental Tr 08111997 1033324300990PFTrustee1$47,405-View return
2025Louise P Toole Charitable Trust990PFTrustee1$39,388-View return
2025Melva Long Trust990PFTrustee1$38,638-View return
2025Richard Mook Educational Fund990PFTrustee1$37,591-View return
2025Ann Maccarthy Parke Charitable Trust990PFTrustee1$33,194-View return
2025Virgil and Ruby Munsell Charit Tr990PFTrustee1$30,881-View return
2025Alfred R Bethke Family Charitable Raymond James Trust Na990PFTrustee1$30,673-View return
2025Ernest and Thelma Youde Charitable Trust990PFTrustee1$27,841-View return
2025Trust Under Will of Maryse Trapnell990PFTrustee1$27,419-View return
2025Carl & Lilly Thrift Charitable Trust990PFTrustee1$17,865-View return
2025Norman William Wilson Charitable Foundation990PFTrustee1$17,609-View return
2025Brown W Shelby & F Mildred Char Tr990PFTrustee1$16,363-View return
2025Louise H Meyer & Edward R Meyer Memorial Trust990PFTrustee1$15,058-View return
2025Sue C Cardillo Tr FBO Safe Passage990PFTrustee1$14,681-View return
2025Sue C Cardillo Tr FBO Lancaster Child990PFTrustee1$14,661-View return
2025George W and Ruth Frejd Charitable Trust Dtd990PFTrustee1$12,409-View return
2025Holley Charitable Tr990PFTrustee1$12,309-View return
2025Tw Dixson Fdn the Childrens Home990PFTrustee1$12,286-View return
2025Webber Endowment Scholarship Tr990PFTrustee1$11,711-View return
2025Dixson T B Fam Mem Fund-Crossnore990PFTrustee1$11,681-View return
2025C Raymond Selker Charitable Foundation990PFTrustee1$10,905-View return
2025Paradiso Charitable Trust990PFTrustee1$10,719-View return
2025Howard and Biddy Lang Charity Trust990PFTrustee1$10,625-View return
2025The Helen Zera Foundation Trust990PFTrustee1$10,466-View return
2025Brickner Charitable Foundation990PFTrustee1$9,748-View return
2025Florence H Speare Mem Bldg990PFTrustee1$9,417-View return
2025Marie G and Oscar M Ennis Trust First National Bank Ttee990PFTrustee1$8,679-View return
2025Eugene and Evelyn Banks Fam Charitable Foundation990PFTrustee1$8,570-View return
2025Ruth Frejd Charitable Tr Dtd 3 26 2008990PFTrustee1$8,287-View return
2025Winfried W Keturakat Tr FBO Michigan Lutheran Seminary Foundat990PFTrustee1$7,281-View return
2025Wetmore Family Foundation-Cma990PFTrustee1$2,010-View return
2025Ruth Frejd Charitable Tr 12 6 2004990PFTrustee1$1,874-View return
2025Ruth Frejd Charitable Tr Dtd 9 18 2007990PFTrustee1$1,628-View return
2024Tulsa Ballet Theatre Trust Fund990Trustee-$68,949$0View return
2024Houck Supplemental Tr 08111997 1033324300990PFTrustee1$51,170-View return
2024Melva Long Trust990PFTrustee1$51,144-View return
2024Alfred R Bethke Family Charitable Raymond James Trust Na990PFTrustee1$30,416-View return
2024Florence H Speare Mem Bldg990PFTrustee1$1,415-View return
2023Tulsa Ballet Theatre Trust Fund990Trustee1$55,578$0View return
2023Melva Long Trust990PFTrustee1$53,904-View return
2023Houck Supplemental Tr 08111997 1033324300990PFTrustee1$50,016-View return
2023Alfred R Bethke Family Charitable Raymond James Trust Na990PFTrustee1$28,949-View return
2022Tulsa Ballet Theatre Trust Fund990Trustee-$64,241$0View return
2022Elizabeth Broomfield Fdn Trust990PFCo-Trustee1$60,086-View return
2022Carole C & Charles a Kehrer Charitable Trust990PFTrustee1$51,421-View return
2022Ann Maccarthy Parke Charitable Trust990PFTrustee1$32,690-View return
2022Alfred R Bethke Family Charitable Raymond James Trust Na990PFTrustee1$29,853-View return
2022Trust Under Will of Maryse Trapnell990PFTrustee1$25,417-View return
2022Houck Supplemental Tr 08111997 1033324300990PFTrustee1$23,230-View return
2022Ernest and Thelma Youde Charitable Trust990PFTrustee1$22,416-View return
2022Richard R Baker Charitable Foundation990PFTrustee1$17,943-View return
2022Brown W Shelby & F Mildred Char Tr990PFTrustee1$15,325-View return
2022Norman William Wilson Charitable Foundation990PFTrustee1$14,107-View return
2022Tw Dixson Fdn the Childrens Home990PFTrustee1$13,240-View return
2022Sue C Cardillo Tr FBO Safe Passage990PFTrustee1$12,277-View return
2022George W and Ruth Frejd Charitable Trust Dtd990PFTrustee1$12,237-View return
2022Melva Long Trust990PFTrustee1$10,005-View return
2022Holley Charitable Tr990PFCurrent Trustee1$9,916-View return
2022The Helen Zera Foundation Trust990PFTrustee1$9,752-View return
2022C Raymond Selker Charitable Foundation990PFTrustee1$9,313-View return
2022Howard and Biddy Lang Charity Trust990PFTrustee1$9,307-View return
2022Ruth Frejd Charitable Tr Dtd 3 26 2008990PFTrustee1$8,226-View return
2022Eugene and Evelyn Banks Fam Charitable Foundation990PFTrustee1$7,514-View return
2022Carrella FBO Catholic Charities Ny R55856000990PFTrustee2$6,328-View return
2022Winfried W Keturakat Tr FBO Michigan Lutheran Seminary Foundat990PFTrustee1$6,141-View return
2022Carrella FBO Catholic Charities Brooklyn990PFTrustee2$2,241-View return
2022Ruth Frejd Charitable Tr 12 6 2004990PFTrustee1$1,583-View return
2022Ruth Frejd Charitable Tr Dtd 9 18 2007990PFTrustee1$1,473-View return
2021Elizabeth Broomfield Fdn Trust990PFCo-Trustee1$77,553-View return
2021Carole C & Charles a Kehrer Charitable Trust990PFTrustee1$59,891-View return
2021C Colaw and G Crane Charitable Trust990PFTrustee1$44,219-View return
2021Houck Supplemental Tr 08111997 1033324300990PFTrustee1$33,314-View return
2021Alfred R Bethke Family Charitable Raymond James Trust Na990PFTrustee1$32,402-View return
2021Ann Maccarthy Parke Charitable Trust990PFTrustee1$31,925-View return
2021Ernest and Thelma Youde Charitable Trust990PFTrustee1$23,235-View return
2021Trust Under Will of Maryse Trapnell990PFTrustee1$21,587-View return
2021Richard R Baker Charitable Foundation990PFTrustee1$18,835-View return
2021Brown W Shelby & F Mildred Char Tr990PFTrustee1$16,903-View return
2021Eugene and Evelyn Banks Fam Charitable Foundation990PFTrustee1$15,157-View return
2021George W and Ruth Frejd Charitable Trust Dtd990PFTrustee1$15,054-View return
2021Carrella FBO Catholic Charities Brooklyn990PFTrustee2$14,654-View return
2021Carrella FBO Catholic Charities Ny R55856000990PFTrustee2$13,908-View return
2021Ruth Frejd Charitable Tr Dtd 3 26 2008990PFTrustee1$13,355-View return
2021Tw Dixson Fdn the Childrens Home990PFTrustee1$11,929-View return
2021Holley Charitable Tr990PFCurrent Trustee1$11,589-View return
2021Howard and Biddy Lang Charity Trust990PFTrustee1$10,373-View return
2021C Raymond Selker Charitable Foundation990PFTrustee1$10,044-View return
2021Winfried W Keturakat Tr FBO Michigan Lutheran Seminary Foundat990PFTrustee1$6,794-View return
2021Ruth Frejd Charitable Tr 12 6 2004990PFTrustee1$1,831-View return
2021Ruth Frejd Charitable Tr Dtd 9 18 2007990PFTrustee1$1,625-View return
2021Sue C Cardillo Tr FBO Lancaster Child990PFTrustee1$1,024-View return
2021Sue C Cardillo Tr FBO Safe Passage990PFTrustee1$1,024-View return
2021Anna M & James L Kirk Foundation In990PFTrustee1$0-View return
2020Elizabeth Broomfield Fdn Trust990PFCo-Trustee1$76,104-View return
2020Carole C & Charles a Kehrer Charitable Trust990PFTrustee1$48,923-View return
2020Daniel and Ingrid Jones Family Foundation990PFTrustee1$48,846-View return
2020Houck Supplemental Tr 08111997 1033324300990PFTrustee1$48,425-View return
2020Alfred R Bethke Family Charitable Raymond James Trust Na990PFTrustee1$27,144-View return
2020Ann Maccarthy Parke Charitable Trust990PFTrustee1$23,552-View return
2020Ernest and Thelma Youde Charitable Trust990PFTrustee1$19,542-View return
2020Brown W Shelby & F Mildred Char Tr990PFTrustee1$18,615-View return
2020Richard R Baker Charitable Foundation990PFTrustee1$16,216-View return
2020George W and Ruth Frejd Charitable Trust Dtd990PFTrustee1$14,758-View return
2020Ruth Frejd Charitable Tr Dtd 3 26 2008990PFTrustee1$13,701-View return
2020Carrella FBO Catholic Charities Brooklyn990PFTrustee2$13,098-View return
2020Trust Under Will of Maryse Trapnell990PFTrustee1$12,507-View return
2020Carrella FBO Catholic Charities Ny R55856000990PFTrustee2$12,376-View return
2020Tw Dixson Fdn the Childrens Home990PFTrustee1$9,285-View return
2020C Raymond Selker Charitable Foundation990PFTrustee1$9,132-View return
2020Howard and Biddy Lang Charity Trust990PFTrustee1$8,968-View return
2020Holley Charitable Tr990PFCurrent Trustee1$7,768-View return
2020Fernandina Foundation Dtd 12272001990PFTrustee40$6,249-View return
2020Winfried W Keturakat Tr FBO Michigan Lutheran Seminary Foundat990PFTrustee1$6,201-View return
2020Ruth Frejd Charitable Tr 12 6 2004990PFTrustee1$1,629-View return
2020Ruth Frejd Charitable Tr Dtd 9 18 2007990PFTrustee1$1,421-View return
2020Anna M & James L Kirk Foundation In990PFTrustee1$0-View return
2019Carole C & Charles a Kehrer Charitable Trust990PFTrustee1$47,414-View return
2019Ernest and Thelma Youde Charitable Trust990PFTrustee1$19,276-View return
2019Richard R Baker Charitable Foundation990PFTrustee1$17,238-View return
2019Carl & Lilly Thrift Charitable Trust990PFTrustee1$14,955-View return
2019George W and Ruth Frejd Charitable Trust Dtd990PFTrustee1$14,785-View return
2019Ruth Frejd Charitable Tr Dtd 3 26 2008990PFTrustee1$13,634-View return
2019Brown W Shelby & F Mildred Char Tr990PFTrustee1$12,328-View return
2019Frances Furlong Trust & Creative Art Center Distribution Endow990PFTrustee2$11,314-View return
2019Howard and Biddy Lang Charity Trust990PFTrustee1$9,298-View return
2019C Raymond Selker Charitable Foundation990PFTrustee1$9,227-View return
2019Ruth Frejd Charitable Tr 12 6 2004990PFTrustee1$1,607-View return
2019Ruth Frejd Charitable Tr Dtd 9 18 2007990PFTrustee1$1,405-View return
2018Carole C & Charles a Kehrer Charitable Trust990PFTrustee1$47,243-View return
2018Ernest and Thelma Youde Charitable Trust990PFTrustee1$18,594-View return
2018Richard R Baker Charitable Foundation990PFTrustee1$17,402-View return
2018George W and Ruth Frejd Charitable Trust Dtd990PFTrustee1$15,600-View return
2018Carl & Lilly Thrift Charitable Trust990PFTrustee1$14,980-View return
2018Brown W Shelby & F Mildred Char Tr990PFTrustee1$14,749-View return
2018Brown W Shelby & F Mildred Char Tr990PFTrustee1$14,749-View return
2018Carrella FBO Catholic Charities Brooklyn990PFTrustee2$12,847-View return
2018Ruth Frejd Charitable Tr Dtd 3 26 2008990PFTrustee1$12,666-View return
2018Carrella FBO Catholic Charities Ny R55856000990PFTrustee2$12,452-View return
2018Howard and Biddy Lang Charity Trust990PFTrustee1$9,426-View return
2018C Raymond Selker Charitable Foundation990PFTrustee1$9,206-View return
2018Ruth Frejd Charitable Tr 12 6 2004990PFTrustee1$1,902-View return
2018Ruth Frejd Charitable Tr Dtd 9 18 2007990PFTrustee1$1,669-View return
2017Ernest and Thelma Youde Charitable Trust990PFTrustee1$22,669-View return
2017Brown W Shelby & F Mildred Char Tr990PFTrustee1$19,202-View return
2017Carl & Lilly Thrift Charitable Trust990PFTrustee1$18,686-View return
2017Carrella FBO Catholic Charities Brooklyn990PFTrustee2$15,923-View return
2017Carrella FBO Catholic Charities Ny R55856000990PFTrustee2$15,450-View return
2017Howard and Biddy Lang Charity Trust990PFTrustee1$11,682-View return
2017C Raymond Selker Charitable Foundation990PFTrustee1$11,667-View return